The Spiess McGlade Team

 

The Spiess McGlade Team

A sound approach for your future


The Spiess McGlade Team helps you achieve peace of mind by providing trusted advice and designing personalized solutions to help you meet your financial goals.

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Carl Spiess & Allan McGlade Carl Spiess Allan McGlade

 

Carl Spiess & Allan McGlade

Experience and Professionalism


With over 40 years combined experience managing clients' assets, Carl & Allan are well positioned to provide a full range of financial and estate planning services.

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End of Summer Update

 

End of Summer Update

A wrap up of the summer of investing


An end of summer update with some recommended reading and news for the fall.

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Managed Money Reporter Newsletter


Editors Carl Spiess and Allan McGlade
Canada's longest running managed money investment newsletter

End of Summer Update

Issue 305

End of Summer Update
An end of summer update with some recommended reading and news for the fall. Read article.

Back to school – RESP update
Contact us to arrange for tax-efficient RESP withdrawals. Read article.

Recommended Reading from Capital Group
Capital Group has been on our recommended list for 15 years. Read article.

Spiess McGlade team investment returns boosted by Edgepoint Global holdings
Another of our core holdings is Edgepoint Global Equity Fund Read article.

Team News – Upcoming move to the 48th Floor of Scotia Plaza
Moves, weddings and forest fires. Read article.

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Contact Us

T.  416.863.RRSP (7777)
     1.800.387.9273
F.  416.863.7479
E. spiessmcgladeteam@scotiawealth.com

ScotiaMcLeod is a division of Scotia Capital Inc., member of CIPF.

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

The Spiess McGlade Team is a personal trade name of Carl Spiess and Allan McGlade.